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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,435 managers (1,446 13F filers) reported a position in SCHX shares at 2025-09-30, 1,088,616,371 shares in all. 98 filers opened a position and 51 filers sold out during the quarter.

Managers
1,435
13F filers
1,446
New
98
Added
496
Reduced
568
Sold out
51
Shares held by filers
1,088,616,371

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LBMC INVESTMENT ADVISORS, LLC70,093$1.85M0.12%-9,29513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…70,018$1.84M0.06%+5313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.69,958$1.84M0.04%-3,27213F-HRTimelineGroup
Per Stirling Capital Management, LLC.69,706$1.84M0.22%-9,57513F-HRTimeline
TWO SIGMA SECURITIES, LLC69,239$1.82M0.27%new13F-HRTimeline
Avant Capital LLC68,324$1.8M1.27%+17313F-HRTimeline
MADDEN SECURITIES Corp68,312$1.8M0.55%-1,09313F-HRTimeline
Vision Capital Management, Inc.67,922$1.79M0.22%-6113F-HRTimeline
Warwick Investment Management, Inc.67,668$1.78M0.31%013F-HRTimeline
Heartwood Wealth Advisors LLC67,623$1.78M0.17%+7,82313F-HRTimeline
AMG National Trust Bank67,611$1.78M0.04%+5513F-HRTimeline
Weaver Capital Management LLC67,541$1.78M0.39%-38813F-HRTimeline
Evanson Asset Management, LLC66,701$1.76M0.1%-29913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV66,631$1.76M0.51%-8,56413F-HRTimeline
Abacus Planning Group, Inc.66,319$1.75M0.24%+3,12013F-HRTimeline
Emergent Wealth Advisors, LLC66,002$1.74M1.01%-21613F-HRTimeline
Vermillion Wealth Management, Inc.65,730$1.73M0.47%+1,03113F-HRTimeline
Burk Holdings LLC64,482$1.7M0.91%-53213F-HRTimeline
Human Investing LLC64,345$1.69M0.25%-76213F-HRTimeline
Revisor Wealth Management LLC63,580$1.69M0.58%+30,46713F-HRTimeline
Northwest Bancshares, Inc.64,053$1.69M0.28%new13F-HRTimeline
Ironwood Financial, llc63,840$1.68M0.3%-4,74613F-HRTimeline
Capital Advisors, Ltd. LLC63,684$1.68M0.19%-2,33713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp63,649$1.68M0.03%+2513F-HRTimelineGroup
INTREPID CAPITAL MANAGEMENT INC63,563$1.67M0.66%+1213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.61,547$1.67M0.8%-8,01613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.63,470$1.67M0.24%013F-HRTimeline
CX Institutional63,409$1.67M0.05%+1,37313F-HRTimeline
&PARTNERS63,121$1.66M0.01%+6,11213F-HRTimeline
SeaCrest Wealth Management, LLC62,328$1.66M0.18%-2,06213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV62,752$1.65M0.59%-5,23713F-HRTimeline
James J. Burns & Company, LLC62,350$1.64M0.24%-39813F-HRTimeline
Millennium Capital Advisors, LLC61,946$1.63M0.99%-1,77413F-HRTimeline
Cherry Tree Wealth Management, LLC61,812$1.63M0.36%-87213F-HRTimeline
Family Manage LLC61,679$1.62M0.23%+813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC61,034$1.61M<0.01%013F-HRTimelineGroup
CWC Advisors, LLC.60,846$1.6M0.78%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…60,644$1.6M0.01%+12,12013F-HRTimelineGroup
IFG Advisory, LLC60,618$1.6M0.07%+1,23213F-HRTimeline
Breakwater Investment Management60,321$1.59M0.59%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.60,288$1.59M0.01%013F-HRTimelineGroup
Ifrah Financial Services, Inc.59,961$1.58M0.41%-2,81913F-HRTimeline
Y-Intercept (Hong Kong) Ltd59,405$1.56M0.04%new13F-HRTimeline
HUB Investment Partners, LLC59,356$1.56M0.06%+11,84113F-HRTimeline
HRT FINANCIAL LP59,313$1.56M0.01%-108,09413F-HRTimeline
Passive Capital Management, LLC.59,166$1.56M0.51%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.58,836$1.55M0.18%+87613F-HRTimeline
Badgley Phelps Wealth Managers, LLC58,820$1.55M0.03%-46513F-HRTimeline
Bryn Mawr Trust Advisors, LLC58,664$1.55M0.08%-23,72413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC58,650$1.54M0.13%013F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC58,461$1.54M0.15%+1,60513F-HRTimeline
CGN Advisors LLC58,252$1.53M0.13%-2,64613F-HRTimeline
Seneca House Advisors57,113$1.5M0.61%+6,84413F-HRTimeline
GenWealth Group, Inc.57,071$1.5M0.28%-1,77713F-HRTimeline
Glenmede Investment Management, LP57,054$1.5M0.01%-1,47913F-HRTimeline
Stone Summit Wealth LLC57,008$1.5M0.43%-86013F-HRTimeline
Aull & Monroe Investment Management Corp56,614$1.49M0.76%+3,57713F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.56,582$1.49M0.86%-1,79413F-HRTimeline
Clear Creek Financial Management, LLC56,548$1.49M0.13%+50913F-HRTimeline
Sonora Investment Management Group, LLC56,321$1.48M0.11%+2,82213F-HRTimeline
Evolution Advisers, Inc.55,773$1.47M0.66%013F-HRTimeline
Brooklyn Investment Group60,292$1.47M0.2%+95313F-HR/ATimeline
KCM INVESTMENT ADVISORS LLC55,499$1.46M0.05%-60013F-HRTimeline
Kingsview Wealth Management, LLC54,717$1.44M0.02%+2,31413F-HRTimeline
Texas Yale Capital Corp.54,655$1.44M0.05%+75513F-HRTimeline
Fortitude Advisory Group L.L.C.54,480$1.44M0.77%-78713F-HRTimeline
Everest Private Wealth54,462$1.43M0.91%013F-HRTimeline
Vanguard Capital Wealth Advisors54,114$1.43M1.14%+15013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUST POINT INC.52,570$1.38M0.11%013F-HRTimeline
MONECO ADVISORS, LLC52,381$1.38M0.12%-1,18813F-HRTimeline
Global Retirement Partners, LLC52,076$1.37M0.03%-1,76613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC51,372$1.35M0.04%+69713F-HRTimelineGroup
SLT Holdings LLC51,254$1.35M0.88%new13F-HRTimeline
Alley Investment Management Company, LLC51,025$1.34M0.16%-24213F-HRTimeline
Veery Capital, LLC50,726$1.34M0.42%-3,48413F-HRTimeline
Facet Wealth, Inc.50,516$1.33M0.03%+1,22413F-HRTimeline
Fort Point Capital Partners LLC50,481$1.33M0.17%-3,73913F-HRTimeline
Clarity Capital Advisors, LLC49,918$1.31M0.72%+13913F-HRTimeline
Ariadne Wealth Management, LP49,482$1.31M0.59%013F-HRTimeline
Vernal Point Advisors, LLC49,806$1.31M0.57%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC49,671$1.31M0.09%+1,88013F-HRTimeline
Crewe Advisors LLC49,372$1.3M0.12%+49213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC49,366$1.3M0.03%+613F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO48,801$1.28M0.24%+3,34613F-HRTimeline
BFSG, LLC48,655$1.28M0.12%+21413F-HRTimeline
LINCOLN CAPITAL CORP48,643$1.28M0.46%-1513F-HRTimeline
Womack Financial LLC48,602$1.28M0.97%+37,73113F-HRTimeline
Ulland Investment Advisors, LLC48,313$1.27M0.96%-29013F-HRTimeline
Colorado Capital Management, Inc.47,845$1.26M0.49%+25413F-HRTimeline
International Private Wealth Advisors L…47,770$1.26M0.79%-17,30813F-HRTimeline
COMERICA BANK47,388$1.25M<0.01%-2,62513F-HRTimeline
Robertson Stephens Wealth Management, L…47,211$1.24M0.04%+313F-HRTimeline
DIVERSIFIED TRUST CO46,788$1.23M0.02%013F-HRTimeline
COZAD ASSET MANAGEMENT INC46,578$1.23M0.1%-38913F-HRTimeline
FSM Wealth Advisors, LLC46,063$1.21M0.17%-1,94713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC45,725$1.2M0.12%-7313F-HRTimeline
EARNED WEALTH ADVISORS, LLC45,687$1.2M0.2%+4,35013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC45,320$1.19M0.79%+34,10313F-HRTimeline
Michels Family Financial, LLC45,161$1.19M0.93%+11413F-HRTimeline
Sovran Advisors, LLC44,161$1.19M0.1%-5,42613F-HRTimeline
Rothschild Wealth LLC44,942$1.18M0.26%-3513F-HRTimeline
Kondo Wealth Advisors, Inc.44,749$1.18M0.48%+1,30013F-HRTimeline
DRAVO BAY LLC44,601$1.17M0.52%+7,64813F-HRTimeline
HHM Wealth Advisors, LLC44,577$1.17M0.14%013F-HRTimeline
Firestone Capital Management44,440$1.17M0.25%+3913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.44,364$1.17M0.46%-45913F-HRTimeline
HOWE & RUSLING INC44,245$1.17M0.08%-5,38613F-HRTimeline
ORG Partners LLC44,232$1.17M0.21%013F-HRTimeline
Smartleaf Asset Management LLC44,247$1.16M0.07%+13,47513F-HRTimeline
Hardin Capital Partners, LLC44,079$1.16M0.62%-10,06013F-HRTimeline
Everstar Asset Management, LLC44,062$1.16M0.66%-2,93113F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …43,968$1.16M1.01%+73313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,891$1.16M0.02%+69013F-HRTimeline
CALTON & ASSOCIATES, INC.43,651$1.15M0.17%-142,70513F-HRTimeline
SACHEM HILL LLC43,372$1.14M0.23%-1,41513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…43,370$1.14M0.2%+11313F-HRTimeline
Avantax Planning Partners, Inc.43,173$1.14M0.03%+13,88013F-HRTimeline
Compass Advisory Group LLC42,934$1.13M0.32%-1,56613F-HRTimeline
Joule Financial, LLC42,842$1.13M0.34%-4,45913F-HRTimeline
Econ Financial Services Corp42,460$1.12M0.56%-1,22313F-HRTimeline
Vishria Bird Financial Group, LLC42,363$1.12M0.22%-613F-HRTimeline
Fisher Asset Management, LLC42,046$1.11M<0.01%+15,77113F-HRTimeline
Lynx Investment Advisory42,041$1.11M0.66%-7,07313F-HRTimeline
Carolina Wealth Advisors, LLC42,035$1.11M0.48%-164,12413F-HRTimeline
Retirement Planning Group, LLC41,950$1.1M0.04%-27213F-HRTimeline
Orcam Financial Group41,720$1.1M0.89%+413F-HRTimeline
PETRA FINANCIAL ADVISORS INC41,406$1.09M0.64%-5,63713F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…41,328$1.09M0.2%013F-HRTimeline
Cassaday & Co Wealth Management LLC40,974$1.08M0.02%+16513F-HRTimeline
Noble Family Wealth, LLC40,905$1.08M0.24%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.40,481$1.07M0.05%+48513F-HRTimelineGroup
Twele Capital Management, Inc.40,412$1.06M0.2%-1,90913F-HRTimeline
FLOW TRADERS U.S. LLC40,326$1.06M0.04%new13F-HRTimeline
Leading Edge Financial Planning LLC40,238$1.06M0.27%-1,26313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC40,096$1.06M0.47%-113F-HRTimeline
Jacobsen Capital Management39,930$1.05M0.36%-1,59213F-HRTimeline
BEAM WEALTH ADVISORS, INC.39,760$1.05M0.29%-513F-HRTimeline
Alternative Investment Advisors, LLC.39,730$1.05M0.48%+2,84413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC39,698$1.05M0.75%-1,09413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,675$1.05M0.14%new13F-HRTimeline
Compound Planning, Inc.39,521$1.04M0.03%-2,32213F-HRTimeline
American Trust39,365$1.04M0.09%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC39,237$1.03M0.14%+3,16013F-HRTimeline
Park Capital Management, LLC / WI39,028$1.03M0.82%-67513F-HRTimeline
Park Edge Advisors, LLC39,019$1.03M0.24%-69613F-HRTimeline
John W. Brooker & Co., CPAs38,824$1.02M2.08%+8,67713F-HRTimeline
CURA WEALTH ADVISORS, LLC38,754$1.02M0.39%013F-HRTimeline
FARMERS TRUST CO38,616$1.02M0.18%-76813F-HRTimeline
Cambridge Advisors Inc.38,404$1.01M0.2%+10013F-HRTimeline
Capital Planning LLC38,321$1.01M0.29%+14,27713F-HRTimeline
Stewardship Advisors, LLC38,299$1.01M0.24%-5,25413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV37,406$1.01M0.44%013F-HRTimeline
Mirador Capital Partners LP38,014$1M0.14%-15713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources37,971$1M<0.01%013F-HRTimelineGroup
Evensky & Katz LLC37,905$998K0.06%-28313F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC37,392$985K0.19%-21013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,332$983K<0.01%+2,25613F-HRTimelineGroup
Carnegie Investment Counsel37,110$977K0.02%+46913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC37,023$975K<0.01%+9,00013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC36,819$970K0.65%013F-HRTimeline
CURIO WEALTH, LLC36,685$966K0.4%+15113F-HRTimeline
Venture Visionary Partners LLC36,627$965K0.03%-1,18013F-HRTimeline
Covington Investment Advisors Inc.36,210$954K0.12%+1,10213F-HRTimeline
FF Advisors,LLC36,210$954K0.46%013F-HRTimeline
Praetorian Wealth Management, Inc.36,196$953K0.2%-88313F-HRTimeline
National Wealth Management Group, LLC36,073$950K0.36%+5,87613F-HRTimeline
Walker Financial Services, Inc.36,005$948K0.37%-2,19513F-HRTimeline
Serenus Wealth Advisors, LLC44,687$945K0.16%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC35,661$939K0.05%013F-HRTimeline
Summit Asset Management, LLC35,475$934K0.14%013F-HRTimeline
Independent Advisor Alliance35,309$930K0.02%+39213F-HRTimeline
Heritage Investment Group, Inc.35,289$930K0.15%013F-HRTimeline
XML Financial, LLC34,828$917K0.07%+10513F-HRTimeline
McKinley Carter Wealth Services, Inc.34,586$911K0.05%-7,76513F-HRTimeline
Smith Salley Wealth Management34,571$911K0.05%-1,50113F-HRTimeline
Keystone Wealth Services, LLC34,465$908K0.2%-47913F-HRTimeline
Trellis Wealth Advisors LLC34,128$899K0.37%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC33,918$893K0.03%+24,09413F-HRTimeline
Horst & Graben Wealth Management LLC33,832$891K0.14%-1013F-HRTimeline
Claro Advisors Inc.33,697$888K0.13%+6,51113F-HRTimeline
One Capital Management, LLC33,694$888K0.03%+9,50713F-HRTimeline
Cascade Financial Partners, LLC33,645$886K0.1%+2713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP33,356$879K<0.01%+7,46913F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC33,179$874K0.28%+84413F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC33,177$874K0.25%013F-HRTimeline
Arkadios Wealth Advisors33,143$873K0.02%-68,77013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC32,679$861K0.19%-39513F-HRTimeline
MITCHELL SINKLER & STARR/PA32,648$860K0.39%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…32,612$859K0.25%new13F-HRTimelineGroup
Klingman & Associates, LLC32,584$858K0.04%013F-HRTimeline
First Financial Bankshares Inc32,546$857K0.02%013F-HRTimeline
CM WEALTH ADVISORS LLC32,538$857K0.23%013F-HRTimeline
Pflug Koory, LLC32,531$857K0.41%+9,87813F-HRTimeline
Virtue Capital Management, LLC8,894$849K0.14%-82,51313F-HR/ATimeline
Regal Investment Advisors LLC32,220$849K0.06%-48113F-HRTimeline
Security Financial Services, INC.32,187$848K0.14%013F-HRTimeline
Plante Moran Financial Advisors, LLC32,119$846K0.05%+113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC31,750$836K0.1%-4,04013F-HRTimeline
Bernardo Wealth Planning LLC31,725$836K0.16%+6413F-HRTimeline
Dana Investment Advisors, Inc.31,533$831K0.02%+2,33013F-HRTimeline